Technology & Communications (36)
How FAs Can Adapt to the Virtual Environment
- Friday, 30 October 2020
- Technology & Communications
- Written by PFA News
A big challenge among financial advisors during the pandemic has been inadequate technology. So reports U.S. News & World Report.
Read more...CNET Ranks Best Robo-advisors of November
- Friday, 30 October 2020
- Technology & Communications
- Written by PFA News
CNET has release its list for the best robo-advisors for the month of November.
Read more...Advisor Group Launches New Cybersecurity Products
- Saturday, 20 July 2019
- Technology & Communications
- Written by PFA News
The Advisor Group has launched the CyberGuard Program, which leverages the company’s state-of-the-art cybersecurity tools to enable financial professionals to keep their clients' sensitive data secure. So reports Yahoo Finance.
Read more...Regulation BI Creates Huge Implementation Challenge
- Saturday, 06 July 2019
- Technology & Communications
- Written by PFA News
Implementing compliance with the Best Interest regulation will be a huge challenge for broker-dealers and firms should notify the Securities and Exchange Commission of any inadequacies with adopting the rule, says SEC Commissioner Hester Peirce. So reports Think Advisor.
Read more...Simplicity is Crucial in Website Design
- Saturday, 06 July 2019
- Technology & Communications
- Written by PFA News
Advisors can improve their marketing by ensuring that their websites are simple and also reflect an understanding of investors’ challenges and pain points. So reports Wealth Management.
Read more...Advisors Success with Social Media Increases
- Saturday, 27 April 2019
- Technology & Communications
- Written by PFA News
A new study by Putnam has found that the average advisor captured up to an additional $1.4 million in investable assets last year by using social media compared to up to $1 million in 2017. So reports Financial Planning.
Read more...Advisors Can Add Value By Teaching Clients Cyber Security
- Saturday, 02 March 2019
- Technology & Communications
- Written by PFA News
Advisors can add value by teaching their clients to improve their cyber defenses. So reports Wealth Management.
Read more...Advisor Launches Online Referral Service
- Saturday, 19 January 2019
- Technology & Communications
- Written by PFA News
Pam Krueger, host of the television investor education show Money Track, has launched Wealthramp, which uses an algorithm to help individuals find financial advisors. So reports Forbes. Read more...
How to Succeed at Online Marketing
- Saturday, 13 October 2018
- Technology & Communications
- Written by PFA Staff
Advisors seeking to succeed with online marketing should ensure that their websites are informative and easy to navigate and they should also ensure that their content is client-focused. So reports Seeking Alpha. Read more...
Financial Firms Falling Behind in Digital Marketing
- Saturday, 09 December 2017
- Technology & Communications
- Written by PFA News
Financial services firms have been complacent in developing digital marketing programs, but fee pressure and increased competition could change that. So reports Forbes. Read more...
Most Read
-
-
Feb 21 2011
-
Written by Administrator
Add us to your Safe Sender list: We want to…
-
-
-
Mar 09 2013
-
Written by Staff Writer
While market bulls are understandably cheering the ongoing equity rally…
-
-
-
Nov 07 2012
-
Written by Administrator
Privacy Policy Progressive Media Group, Inc. provides market information, including…
-
-
-
Nov 07 2012
-
Written by Administrator
Progressive Media Group Subscription Agreement This agreement states the general…
-